A project asks for a person, HR books them, they log time
Who is involved
| Role | What they do |
|---|---|
| Project manager | Asks for a role or skill, at a share of someone's time, for a period. |
| Resource manager | Finds the people who match with their free time, books one, and watches the team load. |
| Engineer | Is told they were booked, and logs time on the project. |
Step by step
- Project manager
Opens Projects → Resources and presses Ask for a person.
What they see:A form for the project, role, skill, share of time and period; after sending, the request is in their list as open.
- Resource manager
Opens Resources and presses Find people on the request.
What they see:The people with the skill, each with free time and whether it covers the request.
- Resource manager
Presses Book on a person and saves.
What they see:A confirmation that they are on the project; a warning with the day and total if they are now above the limit.
- Engineer
Opens My bookings, then logs time on a task of the project.
What they see:The booking in their list and the project open to them without being added by hand.
- Project manager
Opens Requests.
What they see:The request marked filled.
- Resource manager
Cancels a booking in Bookings or Team load.
What they see:The person's capacity free again and, if it was filling a request, the request open again.
Who is told what
The resource managers are told when a request is made, the person when they are booked, and the project manager when the request is filled.